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United Capital Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

United Capital Financial Advisors’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$479K Buy
18,198
+3,294
+22% +$92.3K ﹤0.01% 1091
2025
Q4 		$417K Buy
14,904
+4,154
+39% +$114K ﹤0.01% 1038
2025
Q3 		$274K Sell
10,750
-6,339
-37% -$199K ﹤0.01% 1047
2025
Q2 		$565K Buy
17,089
+1,404
+9% +$47.5K ﹤0.01% 750
2025
Q1 		$537K Sell
15,685
-271
-2% -$8.8K ﹤0.01% 729
2024
Q4 		$512K Buy
15,956
+2,294
+17% +$77.6K ﹤0.01% 730
2024
Q3 		$512K Buy
13,662
+1,357
+11% +$47.7K ﹤0.01% 718
2024
Q2 		$411K Buy
12,305
+2,837
+30% +$94.1K ﹤0.01% 758
2024
Q1 		$290K Sell
9,468
-13,015
-58% -$401K ﹤0.01% 889
2023
Q4 		$749K Buy
+22,483
New +$701K 0.01% 629
2018
Q4 		– Sell
-9,285
Closed -$215K – 1337
2018
Q3 		$215K Sell
9,285
-1,477
-14% -$46.7K ﹤0.01% 1230
2018
Q2 		$1.31M Sell
10,762
-1,928
-15% -$232K 0.01% 695
2018
Q1 		$1.5M Sell
12,690
-936
-7% -$104K 0.01% 661
2017
Q4 		$1.32M Sell
13,626
-1,314
-9% -$118K 0.01% 714
2017
Q3 		$1.32M Sell
14,940
-2,407
-14% -$218K 0.01% 699
2017
Q2 		$1.58M Sell
17,347
-2,994
-15% -$280K 0.01% 636
2017
Q1 		$1.99M Buy
20,341
+1,270
+7% +$118K 0.02% 575
2016
Q4 		$1.73M Sell
19,071
-6,993
-27% -$613K 0.02% 599
2016
Q3 		$2.38M Buy
26,064
+19,171
+278% +$1.82M 0.02% 545
2016
Q2 		$669K Sell
6,893
-80
-1% -$7.34K 0.01% 842
2016
Q1 		$633K Buy
6,973
+655
+10% +$59.8K 0.01% 813
2015
Q4 		$589K Buy
6,318
+2,123
+51% +$188K 0.01% 849
2015
Q3 		$332K Buy
4,195
+151
+4% +$11.8K ﹤0.01% 1033
2015
Q2 		$295K Sell
4,044
-3
-0.1% -$229 ﹤0.01% 1072
2015
Q1 		$302K Buy
4,047
+496
+14% +$38.4K ﹤0.01% 1069
2014
Q4 		$255K Buy
+3,551
New +$246K ﹤0.01% 1023

Other funds holding KDP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

United Capital Financial Advisors's KDP Position: Q1 2026 in Review

United Capital Financial Advisors increased its Keurig Dr Pepper (KDP) stake by 22% in Q1 2026, buying an estimated $92.3K and bringing the position to 18,198 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

United Capital Financial Advisors first reported a position in KDP in Q4 2014 and has held it in 26 quarters since. The position peaked at $2.38M in Q3 2016. 821 funds tracked by Wall St. Rank hold KDP as of Q1 2026.

  • United Capital Financial Advisors held 18,198 shares of Keurig Dr Pepper worth $479K as of Q1 2026.
  • United Capital Financial Advisors bought 3,294 Keurig Dr Pepper shares in Q1 2026, an estimated $92.3K.
  • Keurig Dr Pepper made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1091 holding.
  • United Capital Financial Advisors first reported a position in Keurig Dr Pepper in Q4 2014 and has held it in 26 quarters since.
  • United Capital Financial Advisors's Keurig Dr Pepper position peaked at $2.38M in Q3 2016.
  • 821 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.